Not Your Average Financial Podcast™

Episode 192: Can I Bank on Yourself® Outside of the United States? with Stephen Devlin from Canada

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In this episode, we ask:

  • What about courage?
  • What about taking big leaps?
  • Who is Stephen Devlin?
  • Do you live outside of the U.S.?
  • Have you ever jumped out of an airplane?
  • How did Stephen’s life change?
  • Why did Stephen become a Bank on Yourself® professional in Vancouver, Canada?
  • What happened to Stephen’s business in 2008?
  • How does money work?
  • What about the bank?
  • How does Bank on Yourself® work in Canada?
  • What are the slight differences?
  • How is the population of Canada different from the U.S.?
  • What about the insurance companies?
  • What about the requirements?
  • Have you heard Episode 159?
  • What about labels that mean nothing?
  • What happened when Stephen went to the insurance companies?
  • What happened in 2012?
  • When did Stephen realize he had a passion for training and mentoring?
  • What are the differences in naming around taxed deferred vehicles in Canada?
  • What’s the same?
  • What’s an RSP? What’s a tax-free savings account in Canada?
  • What’s an ESP?
  • What do you want your money to do for you?
  • How do you want to control your financial future?
  • What about guaranteed cash accumulation?
  • What about tax advantages in retirement?
  • What about the ability to borrow from the policy?
  • What about the ability to leave your family a legacy beyond what you’ve saved?
  • What are the limitations?
  • What about keeping policies tax exempt?
  • What would Stephen like to see?
  • What about patience?
  • What sort of client photos and messages does Stephen receive?
  • What are Stephen’s clients doing with their Bank on Yourself® type whole life insurance policies?
  • What about policies on grandchildren?
  • What do you use your policy for?
  • What might you accomplish?
  • Who moved to Canada because they wanted access to Bank on Yourself®?
  • What should you do if you live outside of the U.S. or Canada?
  • What options exist?
  • Who has a right to get these policies?
  • What about underwriting?
  • What about doing business in North America?
  • What is possible?
  • What drives Stephen?
  • Who is ready for some homework?
  • Are you in Canada? Would you like to reach out to Stephen?
  • What are the options?
  • What are your rights?
  • What choice will you make?
  • What about key interests?
  • Are you in the U.S.? Would you like to meet with Mark?

    • Stephen Devlin co-founded two of Canada’s leading companies in creating safe and secure wealth-building systems for personal use and business, taking advantage of an underutilized strategy with whole life policies. With offices across Canada and as President and Chief Financial Officer with MacDev Financial Group and SET Financial Solutions Inc., Stephen leads an exclusive group of advisors that specialize in his financial philosophy.

    Stephen is passionate about self-empowering his clients to achieve financial control for life by educating and coaching them

    on key financial principles. He is regarded as one of Canada’s leading experts in the Bank On Yourself®, and engineering multi-figure strategic wealth plans as an accredited advisor in these concepts.

    Stephen is also a member of the prestigious Million Dollar Round Table. Stephen has been featured in local and international media, including Forbes, USA Today, A&E—and more. He has also authored two award-winning, best-selling books. More recently, he launched his own TV show “Financial Control for Life”. Stephen and his wife, Michele Platje-Devlin—CEO & Chief Compliance Officer for both companies live with their teenage son in Vancouver and on the Sunshine Coast.

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